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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,039 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,548 | $63,905-81.9% | $74,183-84.4% | $57,658-80.0% |
| Participation rate | 62.3% | 79.8%-17.4pp | 76.6%-14.3pp | 70.2%-7.9pp |
| Annual return | 6.50% | 60.60%-54.1pp | 17.74%-11.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,178 | $3,448-65.8% | $3,550-66.8% | $3,061-61.5% |
| Admin fee / account holder | $41 | $91-54.8% | $5,586-99.3% | $95-56.4% |